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    Complete Employee Evaluation Guide 2026: How, When and What Criteria

    Sandra Lourenço
    ·1 min read
    Complete Employee Evaluation Guide 2026: How, When and What Criteria por Sandra Lourenço - Grupo Your Contabilidade

    Why is it important to evaluate employees?

    Poorly done evaluations demotivate. Non-existent evaluations are even worse. But well-structured evaluations are one of the most powerful tools a manager has to retain talent, increase productivity and build high-performance teams.

    Evaluation Methodologies

    There is no universally better methodology. The choice depends on company size, organizational culture and type of roles.

    Criteria and Competencies to Evaluate

    A good evaluation balances what (results, objectives met) with how (competencies, behaviors).

    The Step-by-Step Process

  1. Define clear objectives at the beginning
  2. Collect evidence throughout the period
  3. Request self-assessment
  4. Prepare the evaluation in advance
  5. Conduct a structured conversation
  6. Document and define next steps
  7. The 8 Most Common Mistakes

    Halo/horn effect, recency bias, central tendency, surprises, comparing employees, late objectives, focusing only on negatives, evaluations without consequences.

    FAQ

    How often should I evaluate employees?

    Best practice combines formal annual or semi-annual evaluation with monthly or quarterly informal check-ins.

    What should a performance evaluation include?

    Results vs objectives, behavioral competencies, self-assessment, individual development plan and goals for the next period.

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